Client Relationship Specialist (Parraplanner)

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EMPLOYMENT TYPE : Permanent
SECTOR : Finance
BASIC SALARY : Market Related
START DATE : A.S.A.P / Immediate

REQUIREMENTS:

• Matric
• Recognized FSCA tertiary qualification
• RE5 Exam passed and currently registered on an FSP license as a Representative
• Class of Business training completed (as per FSCA and company requirements)
• 35 years of experience as a Private Client Wealth / Relationship Manager, specifically working with high and ultra-high net worth clients
• Computer literate, with proficiency in Microsoft Office Suite
• Experience in investment advisory, financial planning, and estate planning
• Valid drivers license
• Candidates must meet all Fit and Proper requirements, allowing them to be added to the companys FSP license

DUTIES:

• Build and maintain trusting relationships with private wealth clients.
• Foster client confidence and goodwill by understanding and meeting their financial needs.
• Provide investment advisory and financial planning services within a sales-oriented environment.
• Ensure ethical and compliant conduct in all client interactions.
• Deliver high-quality client servicing and relationship management for existing clients.
• Assist with administrative duties related to client servicing and portfolio management.

HOURS:

• Monday to Friday: 08:00 17:00